The Etchegoyhen-Stanley Group

Merrill Private Wealth Management
755 SW Bonnett Way
Suite 2200
Bend, OR 97702
(650) 473.7912
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We work each day to provide the highest levels of strategy, analysis, and service to an accomplished clientele, helping them resolve the complexities of significant wealth and pursue what is most important to them.
The Etchegoyhen-Stanley Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
David Stanley
Senior Vice President, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
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The Etchegoyhen-Stanley Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
David Stanley,

ChFC®, CPFA™

Senior Vice President, Private Wealth Advisor
650.473.7882
Annie Etchegoyhen
Managing Director, Private Wealth Advisor
650.473.7912
Anushree Dave,

CRPC™

Senior Financial Advisor
650.473.7818
Natalie Cecilia Sanchez
Private Wealth Client Associate
541.318.6474
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.